At Platinum IFS, our expert advisers we have 18 years experience in providing friendly and impartial financial advice.
We pride ourselves on our friendly and approachable nature, committed to putting clients at the heart of everything we do and developing long-term relationships with them. We ensure we understand the individual needs of each client so we can implement a tailored financial plan to address those needs.
We want to ensure that we continue to move forward and to work hard to aspire to be the best we can be now and in the future. It is important to us that Platinum and the people within it take time to continue to develop personally and professionally and that our clients will always remain at the centre of everything we do. This is reflected in our company values and weaves through everything we do.
Our people are very important to us, as is making certain we provide you with the best possible professional service. Get in touch to find out more:
We are an independently owned financial planning firm in Sale offering face-to-face financial advice to individuals, their families and business owners across the country.
Our advisers are highly qualified but more importantly offer a wealth of experience and technical knowledge on all financial matters and specialist areas. However complex your situation may appear, we will certainly be able to help you make the most successful decisions.
Financial Conduct Authority
The Financial Conduct Authority is the conduct regulator for financial services firms. Platinum IFS being one of these. www.fca.org.uk
Chartered Financial Planners
Chartered Financial Planner. The CII’s title Chartered Financial Planner is a widely accepted ‘gold standard’ qualification for professional financial planners and financial advisers in the United Kingdom.
What Our Customers Say
Platinum gives us confidence that they know their stuff!
I am very happy with the service Platinum provide which is both efficient and friendly.
Friendly, informative, flexible service
Really happy with Platinum. Especially with Martin who explains everything in simple English. Many thanks to all for great Customer Service
The “front office” staff are always exceptionally welcoming and friendly.
Platinum are ALWAYS happy to speak to us & are SO helpful. We would never go to anyone else
Platinum have NEVER let us down and this gives us peace of mind. We could not have managed our situation without your help – thank you!